The Charles Schwab (SCHW:NYSE) Investor Relations Material

Overview

The Charles Schwab Corporation, a leading savings and loan holding company, offers a wide range of financial services such as wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It has two segments, Investor Services and Advisor Services, and provides brokerage accounts with equity and fixed income trading, margin lending, options trading, futures and forex trading, and cash management capabilities. The Mutual Fund Marketplace and Mutual Fund OneSource service offer third-party mutual funds, as well as mutual fund trading and clearing services to broker-dealers. The company also offers advisory solutions for managed portfolios, customized personal advice for tailored portfolios, specialized planning, and full-time portfolio management. Furthermore, Charles Schwab provides services such as banking products that include checking and savings accounts, first lien residential real estate mortgage loans, home equity lines of credit, and pledged asset lines. It also offers trust custody services, personal trust reporting services, and administrative trustee services. The company provides digital retirement calculators, integrated web-, mobile-, and software-based trading platforms, real-time market data, options trading, premium research, and multi-channel access. Additionally, it has self-service education and support tools, online research and analysis tools, and equity compensation plan sponsors full-service recordkeeping for stock plans, stock options, restricted stock, performance shares, and stock appreciation rights. The Charles Schwab Corporation operates domestic branch offices in 48 states and the District of Columbia, as well as locations in Puerto Rico, the United Kingdom, Hong Kong, and Singapore. The company was founded in 1971 and is headquartered in Westlake, Texas.

Frequently Asked Questions

What is The Charles Schwab's ticker?

The Charles Schwab's ticker is SCHW

What exchange is The Charles Schwab traded on?

The company's shares trade on the NYSE stock exchange

Where are The Charles Schwab's headquarters?

They are based in San Francisco, California

How many employees does The Charles Schwab have?

There are 10,000+ employees working at The Charles Schwab

What is The Charles Schwab's website?

It is aboutschwab.com

What type of sector is The Charles Schwab?

The Charles Schwab is in the Financial sector

What type of industry is The Charles Schwab?

The Charles Schwab is in the Investment Brokerage - National industry

Who are The Charles Schwab's peers and competitors?

The following five companies are The Charles Schwab's industry peers:

- A-Mark Precious Metals

- Electra Private Equity Plc

- CME Group

- Temple Bar Investment Trust PLC

- LPL Financial